Latest Institutional Transactions on Financial Sector Spdr (XLF)
This table provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.43K- 3.44% |
$222K - $248K
|
152K
$7.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.01K+ 1.63% |
$286K - $321K
|
437K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.54KNew |
$186K - $208K
|
4.54K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.48KNew |
$265K - $297K
|
6.48K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
281+ 0.75% |
$11.5K - $12.9K
|
37.6K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 17.87% |
$1.72K - $1.92K
|
193
$9.41K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-652- 0.81% |
$26.6K - $29.8K
|
79.9K
$3.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-32.5K- 34.69% |
$1.33M - $1.49M
|
61.2K
$2.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.46K- 47.5% |
$100K - $112K
|
2.71K
$132K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-644K- 94.51% |
$26.3M - $29.5M
|
37.4K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-11- 0.1% |
$449 - $503
|
11.1K
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20K- 8.7% |
$816K - $914K
|
210K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.25K- 10.95% |
$51.1K - $57.2K
|
10.2K
$496K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-250- 2.09% |
$10.2K - $11.4K
|
11.7K
$570K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
247+ 0.37% |
$10.1K - $11.3K
|
66.3K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
751+ 3.36% |
$30.7K - $34.4K
|
23.1K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
240+ 1.11% |
$9.8K - $11K
|
21.9K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.27M+ 31072.51% |
$51.7M - $58M
|
1.27M
$62M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-529- 2.64% |
$21.6K - $24.2K
|
19.5K
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.65KNew |
$190K - $213K
|
4.65K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
26.2K+ 10.35% |
$1.07M - $1.2M
|
279K
$13.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-125- 0.62% |
$5.11K - $5.72K
|
20.2K
$983K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
885+ 2.24% |
$36.1K - $40.5K
|
40.3K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-373- 12.57% |
$15.2K - $17.1K
|
2.59K
$126K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.15% |
$531 - $595
|
8.8K
$429K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
429+ 1.79% |
$17.5K - $19.6K
|
24.3K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.3K+ 114.26% |
$93.9K - $105K
|
4.31K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.33M+ 43.97% |
$95.1M - $107M
|
7.62M
$372M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
490+ 5.92% |
$20K - $22.4K
|
8.77K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
15K+ 62.26% |
$613K - $687K
|
39.1K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.84K+ 13.64% |
$75.1K - $84.2K
|
15.3K
$747K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.93K+ 124.38% |
$161K - $180K
|
7.1K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-145- 1.43% |
$5.92K - $6.63K
|
10K
$487K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.3% |
$123 - $137
|
1.01K
$49.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
288+ 1.59% |
$11.8K - $13.2K
|
18.4K
$895K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
997+ 4.47% |
$40.7K - $45.6K
|
23.3K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-580- 0.21% |
$23.7K - $26.5K
|
279K
$13.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.79KNew |
$195K - $219K
|
4.79K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 14.49% |
$59K - $66.1K
|
11.4K
$557K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
39.5K+ 15.0% |
$1.61M - $1.81M
|
303K
$14.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-845K- 10.22% |
$34.5M - $38.6M
|
7.42M
$362M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 0.19% |
$68.1K - $76.2K
|
888K
$43.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.04K- 2.24% |
$206K - $231K
|
220K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-190- 2.09% |
$7.76K - $8.69K
|
8.92K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
202+ 49.63% |
$8.25K - $9.24K
|
609
$29.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-101K- 8.41% |
$4.14M - $4.64M
|
1.1M
$53.9M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.72K- 1.07% |
$70K - $78.4K
|
159K
$7.76M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
458+ 3.07% |
$18.7K - $20.9K
|
15.4K
$750K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.67K+ 3.88% |
$109K - $122K
|
71.4K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.97K+ 7.2% |
$80.6K - $90.2K
|
29.4K
$1.43M
|